Sales Order Processing

Sales Order Processing (SOP) creates a sales process from initial customer contact to the final invoice. The existing Sales Invoicing (SI) and Accounts Receivable (AR) modules currently provide the Invoicing and Debt Collection processes, Sales Order Processing provides a quotation and ordering solution prior to the creation of the invoice.

Sales Orders

A customer will place a Sales Order for the purchase of goods or services. An order will be created in the system to ensure that the required items are recorded, and the relevant processes invoked to ensure the goods are despatched to the customer or information given as to when the items will be available. The order will also be used to track the progress of the shipment, trigger the despatch of the items when required and produce the final invoice to the customer.

Sales Quotations

A customer may require a Sales Quote for the supply of goods or services before placing an order. In this case, a quote will be created in the system that will record the price and availability of the required items. This quote will be sent to the customer for their review and when notified by the customer will be turned into a confirmed order.

See also

• Sales order quotes
• Sales orders
• Adding customers
• System Controls